Filed October 16, 2017
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,075 | $99,875+44.3% | $146,866-1.9% | $86,983+65.6% |
| Participation rate | 65.5% | 75.8%-10.4pp | 82.5%-17.1pp | 69.5%-4.1pp |
| Annual return | 13.20% | 28.10%-14.9pp | 102.85%-89.7pp | 25.83%-12.6pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $4,425-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $4,905 | $6,322-22.4% | $7,759-36.8% | $4,194+17.0% |
| Admin fee / account holder | $2,265 | $7,838-71.1% | $13,620-83.4% | $7,856-71.2% |